Qualtrics Social Connect Inbound Connector

About the Qualtrics Social Connect Inbound Connector

You can use the Qualtrics Social Connect inbound connector to load digital channels data from your Qualtrics Social Connect account into XM Discover.

Setting up a Qualtrics Social Connect Inbound Job

1. On the Jobs page, click New Job.
   
2. Select Qualtrics Social Connect.
   
3. Give your job a name so you can identify it.
   
4. Choose the project to load data into.
5. Give your job a description so you know its purpose.
6. Click Next.
7. Choose a QSC account you’ve connected before, or select Add New to add a new account.
   
   Qtip: When adding a new account, you’ll need to select your Qualtrics Social Connect Environment. Choose app if your environment is EMEA (app.engagor.com), or choose us if your environment is US (us.engagor.com). After clicking Authorize, you’ll be asked to log into your QSC account.
   
   If you’d like the connection to expire after a period of time, enable the Send Expiration Notifications option. Use the Expiration Date field to choose when the credentials expire. In the Days prior expiration box, enter how far in advance you’d like to be notified of the connection’s expiration, up to 100 days.
8. Click Next.
9. Select the type of data you want to upload:
   
   • Process Individual Mentions as documents: Process individual mentions as separate documents.
   • Process Resolved Cases as conversations: Process entire cases as conversational documents.
     Qtip: This only works for resolved cases (ongoing cases will not be uploaded).
10. Select the projects and the topics to use for the upload.
    Qtip: Expand the name of the project to see all available topics, their search definitions, and monitored profiles. You can use the Check All button to select all topics or Uncheck All to deselect all topics.
11. Click Next.
12. If desired, choose a saved filter from QSC to filter incoming data. Select No filter if you do not want to filter data.
    
13. Click Next.
14. If needed, adjust your data mappings. See the Data Mapping support page for detailed information on mapping fields in XM Discover. The Default Data Mapping section contains guidance specific for this connector.
    
15. Click Next.
16. If desired, you can add data substitution and redaction rules to hide sensitive data or automatically replace certain words and phrases in customer feedback and interactions. See the Data Substitution and Redaction support page for more information.
    
17. Click Next.
18. If desired, you can add a connector filter to filter the incoming data to limit what data is imported.
    
19. You can also limit the number of records imported in a single job by entering a number in the Specify Record Limit box. Enter “All” if you would like to import all records.
    Qtip: For conversational data, the limit is applied based on conversations rather than rows.
20. Click Next.
21. Choose when you’d like to be notified. See Job Notifications for more information.
    
22. Click Next.
23. Choose how duplicate documents are handled. See Duplicate Handling for more information.
    
24. Choose when your job runs. You can do either a one-time pull or set up a recurring data pull. See Job Scheduling for more information.
    
25. Click Next.
26. Review your setup. If you need to change a specific setting, click the Edit button to be brought to that step in the connector setup.
    
27. Click Finish to save the job.

Default Data Mapping

This section contains information on the default fields for Qualtrics Social Connect inbound jobs:

• natural_id: Natural ID serves as a unique identifier of a document and allows the correct processing of duplicate documents. For Natural ID, XM Discover uses source IDs prefixed by the connector’s name via a custom transformation: Natural ID = Connector-name;Source-ID. This field cannot be changed.
• document_date: Document date is the primary date field associated with a document. This date is used in XM Discover reports, trends, alerts, and so on. For document date, choose 1 of the following options:
  • added: UNIX Timestamp (in UTC) of when the post was indexed by Qualtrics Social Connect. This is selected by default.
  • published: UNIX Timestamp (in UTC) of when the post was published.
    Qtip: If your source data contains other date fields, you can use that field as your document date by choosing it in the Field Name column.
• feedback_provider: Feedback provider helps you to identify data obtained from a specific provider. For Qualtrics Social Connect documents, this attribute’s value is set to Qualtrics Social Connect and cannot be changed.
• source: Source helps you to identify data obtained from a specific source. This can be anything that describes the origin of data, such as the name of a survey or a mobile marketing campaign. By default, this attribute’s value is set to Qualtrics Social Connect, but you can provide your own value in the Hardcoded Value
• feedback_type: Feedback type helps you to identify data based on its type. This is useful for reporting when your project contains different types of data (for example, surveys and social media feedback). For Qualtrics Social Connect data, this attribute’s value is set to Social and cannot be changed.
• job_name: Job name helps you to identify data based on the name of the job used to upload it. You can modify this attribute’s value at the top of the page while setting up the job, or by editing the job.
• loadDate: Load date indicates when a document was uploaded into XM Discover. This field is set automatically and cannot be changed.

Updating Topics

You can update the topics (also known as streams) for existing Qualtrics Social Connect jobs to add or remove additional data streams into XM Discover.

1. In the Job options menu, click Update Topics.
   
2. Select the type of data you want to upload:
   
   • Process Individual Mentions as documents: Process individual mentions as separate documents.
   • Process Resolved Cases as conversations: Process entire cases as conversational documents.
     Qtip: This only works for resolved cases (ongoing cases will not be uploaded).
3. Select the projects and the topics to use for the upload.
   Qtip: Expand the name of the project to see all available topics, their search definitions, and monitored profiles. You can use the Check All button to select all topics or Uncheck All to deselect all topics.
4. Click Ok.